Guan Cha Zhe Wang·2025-05-26 10:00Core Insights - Oracle is set to purchase approximately 400,000 NVIDIA GB200 chips for $40 billion to support OpenAI's new data center in Abilene, Texas [1][3] - The Abilene data center is part of the "Gateway to the Stars" project, which involves a total investment of $500 billion from OpenAI, Oracle, SoftBank, and the Abu Dhabi sovereign wealth fund MGX [1][4] - The data center will provide 1.2 gigawatts of power, making it one of the largest data centers globally, comparable to Elon Musk's "Colossus" data center in Memphis, Tennessee [3][4] Investment and Financing - Crusoe and Blue Owl Capital have financed the Abilene project with $15 billion through debt and equity [3] - The "Gateway to the Stars" project aims to raise $1 trillion for data center construction, with commitments of $18 billion from OpenAI and SoftBank, and $7 billion from Oracle and MGX [4] - OpenAI plans to expand the "Gateway to the Stars" project internationally, with a new data center in the UAE capable of supporting 5 gigawatts of power [4] Strategic Implications - The Abilene data center represents a critical step for OpenAI to reduce its reliance on Microsoft for computational power, following the termination of their exclusive contract [3] - The project is expected to significantly contribute to the development of the AI industry in the United States [4]